Street fields in reports

TTI · ‎May 30, 2020

I am trying to build a simple customer address list (for a postal mail merge). When I customize the built-in customer list report and go to "Display" options, there are fields for street, street2, city, state and zipcode. But the report shows blank spaces for street and street2, (city, state & zip are filled in). I have to use Bill to: as the address? (This is inconvenient because sometimes I need a name in 'bill to' for accounts payable, but they're not the primary contact and that messes up the report.)

Where in QB Desktop are the street fields? (I know how to make custom fields for customers, but the report already shows them as available. Where are they in a customer record?) [screenshot: https://prnt.sc/sqs915]

ReyJohn_D · ‎May 30, 2020

Thanks for posting a question here in the Community, @TTI.

Allow me to share some insights on how to ensure both street 1 and street 2 columns will show up in your Customer Contact List report.

To begin with, let's go to the Customer Center and add addresses for your customers in the Adress Info tab. I'll guide you how:

Go to the Customers menu then select Customer Center.
Choose a specific customer.
Click the pencil icon to edit the info on the Customer Information page.
Pick the Adress Info tab.
Tap the plus icon beside the Ship to drop-down ▼.
Enter Street 1 as the name of the address then hit OK and OK again to save the changes made.
Follow the same steps for adding Street 2 address.

You can do these steps for other customers as well. Then, run your report again and make sure Street 1 and Street 2 options are checked in the Display tab.

You may also consider checking out this article to learn more on how to customize your reports in QuickBooks Desktop (QBDT) to get personalized details. For more info about the steps, please refer to this article: How to customize reports in QBDT?.

Get back here in the Community if you have more questions about managing your reports in QBDT. I'm here to help you. Stay safe and have a great day, @TTI.

View solution in original post

ReyJohn_D · ‎May 30, 2020

Thanks for posting a question here in the Community, @TTI.

Allow me to share some insights on how to ensure both street 1 and street 2 columns will show up in your Customer Contact List report.

To begin with, let's go to the Customer Center and add addresses for your customers in the Adress Info tab. I'll guide you how:

Go to the Customers menu then select Customer Center.
Choose a specific customer.
Click the pencil icon to edit the info on the Customer Information page.
Pick the Adress Info tab.
Tap the plus icon beside the Ship to drop-down ▼.
Enter Street 1 as the name of the address then hit OK and OK again to save the changes made.
Follow the same steps for adding Street 2 address.

You can do these steps for other customers as well. Then, run your report again and make sure Street 1 and Street 2 options are checked in the Display tab.

You may also consider checking out this article to learn more on how to customize your reports in QuickBooks Desktop (QBDT) to get personalized details. For more info about the steps, please refer to this article: How to customize reports in QBDT?.

Get back here in the Community if you have more questions about managing your reports in QBDT. I'm here to help you. Stay safe and have a great day, @TTI.

View solution in original post

TTI · ‎May 30, 2020

I did that with one company and then generated a report. When I do what you outlined, "street 1" contains the person's first name. (screenshot: https://prnt.sc/sqtqef). If the company name was there, "street1" contained the company name because it was the first item in the "bill to" area.

Then I did a report and it appears that I need to include Billing1, Billing2...Billing5 to get the name and address for mailing if they're all in the bill to field. (screeshot: https://prnt.sc/sqtsg7) .

So I can get the report that I need to do a mail merge, but there are fields that make no sense. I'll read the article you referenced, but I guess this takes care of what I'm trying to do. It's just a workaround. Thanks for the fast reply.

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Street fields in reports